FINANCIAL ADVICE

Policy & Regulation

Tasmanian Liberal Senator, David Bushby has explained the high cost for planners in complying with an unamended FOFA regime....

Financial planning

Impending changes to aged care legislation will have many questioning whether or not they should sell their homes. And financial advisers will have a crucial role in stee...

Policy & Regulation

Opposition parliamentarian Ed Husic has claimed ASIC is 'walking both sides of the street’ in taking a facilitative approach to regulating the implementation of the FOFA ...

Policy & Regulation

The Commonwealth Bank has called for all financial advice fee payments to be made tax deductible....

Financial planning

Despite the best intentions, the FOFA reforms constrained quality advice and left little wriggle room for planners wanting to expand their experience, writes Rob Caprioli...

Financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

Editorial

An easy line of spin is being peddled on the antecedents and consequences of the Government’s FOFA amendments. But any examination of financial services history shows the...

Editorial

The Government’s amendments to the FOFA legislation seemed capable of creating some loopholes around commissions but, as Mike Taylor writes, the major planning organisati...

Policy & Regulation

The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....

Superannuation

SPAA welcomes Federal Government decision to amend how best interest duty works as part of FOFA reforms....

Policy & Regulation

Minister puts brakes on both legislative and regulatory amendments to FOFA but action is well received. ...

Policy & Regulation

Cormann signals FOFA reform fight....

Financial planning

Planners and accountants unlikely to take each other’s work due to workloads involved. ...

Financial planning

If it is true that only two out of 10 people seek financial advice, perhaps planners need to look to successful entrepreneurs for tips on how to raise their stake, says M...

Accounting

Count launches accountants licensing offer and commits to meeting APES 230....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

5 days 8 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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